Anic Equity¶
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Total return since start: 0.568 %¶
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Equity now: -----------------------------> 47896.99 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46502.04 Kr¶
PnL: ---------------------------------------> -386.53 Kr¶
DD now: ---------------------------------> -1.507 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-23 12:36:27.743545'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | 1.820000 | 3203.200000 | 232.200000 | 7.820000 | 2971.000006 |
| HEBA B | 70 | 2.670000 | 2828.000000 | 192.000000 | 7.280000 | 2636.000010 |
| Corem Property Group B | 59 | 1.150000 | 620.680000 | 43.680000 | 7.570000 | 576.999999 |
| AcadeMedia | 12 | 0.970000 | 599.040000 | 42.040000 | 7.550000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | 3.260000 | 393.000000 | 38.000000 | 10.700000 | 355.000000 |
| MedCap | 2 | 2.920000 | 458.000000 | 37.000000 | 8.790000 | 421.000000 |
| HMS Networks | 2 | 2.390000 | 701.200000 | 28.200000 | 4.190000 | 673.000000 |
| SAAB B | 8 | -1.020000 | 3404.800000 | 27.800000 | 0.820000 | 3377.000000 |
| Resurs Holding | 22 | -0.220000 | 599.720000 | 25.720000 | 4.480000 | 573.999998 |
| Boozt | 12 | -0.430000 | 1678.800000 | 24.800000 | 1.500000 | 1653.999996 |
| OEM International B | 7 | 1.030000 | 551.600000 | 23.600000 | 4.470000 | 527.999997 |
| FM Mattsson Mora Group B | 50 | -0.840000 | 2950.000000 | 23.000000 | 0.790000 | 2927.000000 |
| Eastnine | 4 | 0.000000 | 508.800000 | 17.800000 | 3.630000 | 491.000000 |
| Intrum | 4 | 1.640000 | 544.800000 | 17.800000 | 3.380000 | 527.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 2.040000 | 578.550000 | 16.550000 | 2.940000 | 562.000005 |
| Norva24 Group | 16 | -0.570000 | 556.800000 | 13.800000 | 2.540000 | 543.000000 |
| Coor Service Management Hold. | 8 | 1.940000 | 545.600000 | 13.600000 | 2.560000 | 532.000000 |
| Karnov Group | 9 | -0.170000 | 540.000000 | 4.000000 | 0.750000 | 536.000004 |
| CTEK | 13 | 1.280000 | 536.770000 | 2.770000 | 0.520000 | 533.999999 |
| Swedbank A | 3 | -0.210000 | 566.100000 | 2.100000 | 0.370000 | 564.000000 |
| Securitas B | 6 | 1.230000 | 570.960000 | 0.960000 | 0.170000 | 570.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 2.290000 | 246.480000 | 0.480000 | 0.200000 | 246.000000 |
| Creaspac SPAC | 6 | -0.100000 | 577.200000 | 0.200000 | 0.030000 | 577.000002 |
| Midsona B | 63 | 3.710000 | 580.860000 | -2.140000 | -0.370000 | 582.999984 |
| Handelsbanken A | 5 | -0.090000 | 543.500000 | -2.500000 | -0.460000 | 546.000000 |
| Essity B | 2 | -2.150000 | 565.000000 | -9.000000 | -1.570000 | 574.000000 |
| Nordea Bank Abp | 29 | -0.170000 | 3442.880000 | -11.120000 | -0.320000 | 3453.999992 |
| Essity A | 4 | -1.740000 | 1130.000000 | -19.000000 | -1.650000 | 1149.000000 |
| Sampo Oyj SDB | 7 | -0.460000 | 3825.500000 | -24.500000 | -0.640000 | 3850.000000 |
| International Petroleum Corp. | 5 | 2.920000 | 564.000000 | -30.570000 | -5.140000 | 594.565215 |
| Vivesto | 1368 | -1.670000 | 547.200000 | -65.800000 | -10.730000 | 612.999432 |
| Axfood | 13 | 0.210000 | 3668.600000 | -87.400000 | -2.330000 | 3756.000001 |
| OX2 | 18 | -0.870000 | 1436.400000 | -227.600000 | -13.680000 | 1663.999992 |
| Fasadgruppen Group | 35 | 0.400000 | 3500.000000 | -311.000000 | -8.160000 | 3810.999990 |
| Ovzon | 52 | 1.990000 | 2938.000000 | -424.000000 | -12.610000 | 3361.999992 |
| TOTAL | 46502.040000 | -386.530000 | -1.5071% | 46888.564618 |
Updated:¶
'2023-01-23 12:36:40.126890'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
